+46.6%
WPM vs FIGR
+5.9%
+40.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.1% |
| 7D | +3.9% | +14.9% | -11.0% | +2.2% |
| 30D | +17.7% | +32.3% | -14.6% | +14.1% |
| 3M | +39.4% | +34.8% | +4.6% | +34.7% |
| 6M | +6.4% | +16.8% | -10.4% | +3.9% |
| YTD | +34.0% | -6.7% | +40.6% | +31.9% |
| All | +46.6% | +5.9% | +40.8% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FIGR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling